Employee Benefit and Retirement Planning (Tools and Techniques)

Customer Reviews:

Avg. Customer Rating: 3.5 / 5.0

Not a great book:

This is a required textbook for a "Retirement Planning" course I'm taking in a Financial Planning program. In my opinion, the instructor made a poor choice. The book is poorly-written and quite cumbersome to get through. This could be such a good book considering the topics covered. But it is so poorly-written that I just can't seem to concentrate on the information contained therein. The only good thing I see about this book is that the chapters are short, thus one can get an idea about various topics,... more info

Okay as reference manual; dry as a teaching tool:

This book was assigned reading for a CFP cirriculum. Presentation is somewhat uninspired, but the text does seem to contain a lot of detailed reference information.
I was somewhat offended by the presentation of "reasons for retirement plans" -- the text seemed to advocate structuring plans to benefit the business owners and key employees, while leaving the rest of the employees with as little benefit as possible. As a teaching text, I agree that it is important to understand the factors that impact... more info

Required for CFP course; not sure why:

This book is difficult to use for studying for the CFP exam, because it is essentially unindexed. The topics are not very thorough, and so I found it hard to answer questions in my homework even after carefully perusing the relevant chapters. I think what is missing is enough analysis to help you APPLY the rules.
I am not sure that it would be much more useful for an employee benefits manager.

Text Book For Retirement Planning:

I needed this book for a Retirement Planning class in preparation for a CFP certificate. The book was a better value than from other sources, and I received it in time for my first class. This is my third class in Financial Planning and the text seems to be aimed at the practitioner in the field; so, it is somewhat difficult. However, it is very complete.

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